Nicholas Grose is a financial advisor at Bay Colony Advisors with a Series 65 designation and two years of industry experience. Prior to joining Bay Colony Advisors in 2024, he worked at Patomak Global Partners and Alfta GIF, and has held roles at George Mason University and Ohio University. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management along with estate, tax, and family office services. The firm utilizes fundamental analysis and a long-term investment approach, combining model portfolios and third-party sub-advisers to meet client needs across a range of investment types.

Keron Smith is an advisor with Brighter Financial Capital Management, LLC in Reston, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Brighter Financial Capital Management, he held various roles in financial services, including positions at Wells Fargo Advisors, Ameriprise Financial, and BayPoint Wealth. Brighter Financial Capital Management provides investment and financial planning services to individuals, including high-net-worth clients, as well as corporations and retirement plan sponsors. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory, multi-tiered financial planning, and educational seminars, often implementing client programs under discretionary authority with ongoing monitoring and support.

Nicole Mongeon is a CFP® and Series 66-registered financial advisor with Rembert Pendleton Jackson, bringing 22 years of industry experience. She has worked at Rembert Pendleton Jackson since 2020 and previously spent 15 years with Ameriprise Financial Services, Inc. Rembert Pendleton Jackson offers investment management, financial planning, retirement plan consulting, and business consulting to individual and institutional clients, employing a Modern Portfolio Theory-based approach with both discretionary and non-discretionary programs.

Jason Seney is a financial advisor at Brown | Miller Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley and Chevy Chase Trust. Seney joined Brown Miller Wealth Management in 2024. Brown | Miller Wealth Management is a fee-only registered investment adviser that manages approximately $991 million for individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm employs a tax-aware, customized asset allocation approach combining active and passive strategies across multiple asset classes, offering both discretionary portfolio management and consulting services.

Jonathan Adams is a Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He has been with Northwest Financial Advisors LLC since 2014 and also maintains an affiliation with LPL Financial, LLC since 2007. Adams is licensed to sell non-variable insurance products, including universal life, whole life, and disability insurance. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial’s custodial programs and Outsourced Chief Investment Officer (OCIO) services to support portfolio management and oversight.

Gregory Grimsley is a financial advisor at Wealthcrest Financial Services, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research since 2015 and Wealthcrest Financial since 2014. In addition to his advisory role, he is co-owner of the Grimsley Agency, a real estate partnership. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers fee-based portfolio management using custodial relationships primarily with Cambridge and combines fundamental and technical analysis with both long- and short-term trading strategies.

Nicholas Ferrari Smith is a CFP® with seven years of experience in financial advising. He is currently with Capitol Private Wealth Group LLC, where he has worked since 2024. Prior to this, he held various roles at Northwestern Mutual and MAI Capital Management. Capitol Private Wealth Group serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including ETFs, mutual funds, individual securities, bonds, and alternative instruments, integrating tax and accounting services and utilizing structured products and derivatives in client portfolios.

Peter Baker is a financial advisor at Preston Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Catoctin Wealth Management LLC and Ameriprise. Baker serves on the board of directors for Ruritans of Lucketts, a nonprofit community aid group. Preston Wealth Advisors provides investment and planning services to individuals, families, retirement plan sponsors, and other entities. The firm employs a blend of active and passive strategies, utilizing technical, quantitative, cyclical, and strategic analyses to manage portfolios and private pooled investment vehicles.

Sebastian Florero is a CFP® and Series 65-registered financial advisor at D'Orazio Wealth Advisors with one year of industry experience. He previously worked at VLP Financial Advisors and has a diverse background that includes roles outside finance, such as working at Five Guys and teaching at Annadale High School. D'Orazio Wealth Advisors offers financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.

Aaron Clarke is a CFP® professional with 10 years of experience in financial advising. He is currently with Heritage Financial LLC, where he has worked since 2022 as part of a seven-advisor team. He has prior experience at firms including Halpern Financial, Inc., Origin Financial, and Acorn Financial Advisory Services. Clarke is also the owner of Virtual Business Virtuosos dba Gig Wealthy, a consulting and financial literacy business, and serves as a volunteer board member and executive counsel member for the Financial Planning Association of the National Capital Area. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm manages roughly $408 million in assets for about 350 clients and uses a LifeMap Discovery process to create individualized investment strategies, typically managing accounts on a discretionary basis with selected third-party sub-advisers.

Theron Weimer is a financial advisor at KFA Private Wealth Group, LLC with 20 years of industry experience and holds a Series 66 designation. His prior work includes roles at Arete Wealth Management LLC and Ameriprise. There are no other notable outside business activities reported. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm uses strategic asset allocation and combines passive and active management with an emphasis on manager selection and low-cost share classes.

Kevin Galvin is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with Hopwood Financial Services, Inc. since 2015, where he is part of a six-advisor team based in Potomac, MD. Hopwood Financial Services primarily serves high-net-worth individuals and related entities, offering discretionary, fee-only investment management alongside financial planning and retirement plan consulting. The firm employs a multi-year investment approach overseen by an Investment Committee and manages approximately $666.6 million across about 273 client households.

Kacie Fawls is a CFP® professional with five years of experience at Yeske Buie Inc. and prior roles at Global Advisor Group and the Defense Logistics Agency. She has a background that includes both financial advisory and non-financial positions. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations, employing a disciplined investment approach based on Modern Portfolio Theory and manager due diligence. The firm manages over $1 billion with a ten-person advisory team, focusing on clients with substantial investable assets.

Haley Ellis is a CFP® with eight years of experience in financial services and is currently affiliated with Allegiance Financial Group. Her prior positions include roles at The Strategic Financial Alliance and Cooke Capital. She volunteers as secretary for Hoppy Tides Rabbit Rescue, a nonprofit focused on rabbit rescue. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and charitable organizations. The firm emphasizes a long-term, strategic asset allocation approach informed by Modern Portfolio Theory and utilizes multiple custodial and third-party platforms.

Patrick Hughes is a CFP® and Series 65 credentialed financial advisor with 11 years of industry experience. He has been with Hughes Financial Services, LLC since 2015, working within a team of nine advisors. Hughes Financial Services is a team-based registered investment adviser managing approximately $760 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program utilizing firm-developed model portfolios and a combination of fundamental, cyclical, and modern portfolio theory-based investment methods.

Daniel Hughes is a CFP® with 25 years of industry experience and has been with Hughes Financial Services, LLC since 2009. He holds the Series 63 designation and is based in Herndon, VA. Outside of financial advising, he is a limited partner in ODD SQUAD LLC, which owns Eventide Restaurant in Arlington, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing tactical techniques such as short-term trading, option writing, short sales, and margin when appropriate.

Theodore Doremus is a financial advisor at Preston Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Preston Wealth Advisors since 2012. Outside of his advisory work, he is a minority equity investor in two companies involved in flipping foreclosed residential real estate in Arlington, VA. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm combines active and passive portfolio management using model-driven strategies and serves as adviser and general-partner affiliate to private funds focused on companies with significant revenue from U.S. government contracts.

Joseph Yoon is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with QM Advisors LLC and has worked at several firms including Resources Investment Advisors, TimeScale Financial, and Charles Schwab. Outside of advisory work, he is the principal of Castle Hill Consulting, LLC, which manages various 1099 business activities. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a range of analytical methods and manages both separately managed accounts and pooled investment vehicles, including a private hedge fund and portfolios that incorporate diverse asset classes and strategies.

Brendan Lyons is a financial advisor at West Financial Services, Inc. with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Cambridge Associates and Carradice Wealth Advisors. West Financial Services, Inc. is a fee-only investment adviser managing approximately $2.8 billion for individuals, retirement plans, charitable organizations, and corporations. The firm uses a diversified, client-specific approach with a core-and-satellite equity strategy and laddered fixed-income allocations, managing portfolios primarily on a discretionary basis.

Anthony Jones is a CFP® with four years of industry experience, currently serving at CJM Wealth Advisers, Ltd. He has been with the firm since 1998, which collectively has 28 years of history prior to his tenure. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients, including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes a wrap-fee program featuring mutual funds, ETFs, equities, and fixed income, applying both fundamental and technical analysis with long- and short-term strategies.